Spectrum Wealth Counsel, LLC Ishares Core S&P U.S. Value Et Transaction History
Spectrum Wealth Counsel, LLC
- $851 Billion
- Q4 2024
A detailed history of Spectrum Wealth Counsel, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 20,456 shares of IUSV stock, worth $1.97 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
20,456
Previous 30,526
32.99%
Holding current value
$1.97 Million
Previous $2.91 Billion
35.02%
% of portfolio
0.22%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding IUSV
# of Institutions
771Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.9 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.33 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$891 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$448 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$425 Million0.14% of portfolio